Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Mutual of America - in their Schedule of Assets, totaling $172.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPREHENSIVE BEHAVIORAL HEALTHCARE 403B THRIFT PLAN OF COMPREHENSIVE BEHAVIORAL HEALTHCARE, INC. | HACKENSACK NJ | 435 | $26.4M | $21.2M |
| 2 | COMMUNITY CARE ALLIANCE 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY CARE ALLIANCE | WOONSOCKET RI | 1,153 | $22.4M | $20.8M |
| 3 | CHILDREN'S FRIEND AND SERVICE |
PROVIDENCE RI |
| 371 |
| $19.9M |
| $19.9M |
| 4 | BAY AREA LEGAL SERVICES, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC. | TAMPA FL | 170 | $17.6M | $17.5M |
| 5 | BREVILLIER VILLAGE FOUNDATION, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BREVILLIER VILLAGE FOUNDATION, INC. | ERIE PA | 171 | $9.2M | $9.0M |
| 6 | UNIVERSITY OF MOUNT SAINT VINCENT UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN | BRONX NY | 326 | $58.8M | $8.4M |
| 7 | WAVERLY HEIGHTS, LTD EMPLOYEE BENEFIT PLAN OF WAVERLY HEIGHTS, LTD | GLADWYNE PA | 315 | $11.4M | $8.4M |
| 8 | SHEN MILSOM & WILKE LLC SHEN MILSOM & WILKE, LLC 401(K) PLAN | NEW YORK NY | 147 | $22.9M | $8.3M |
| 9 | DOWNRIVER COMMUNITY SERVICES I 403(B) THRIFT PLAN FOR EMPLOYEES OF DOWNRIVER COMMUNITY SERVICES INC. DBA COMMUNITY FIRST HEALTH CENTERS | NEW HAVEN MI | 107 | $6.9M | $6.8M |
| 10 | LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY 403(B) THRIFT PLAN OF LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY | LA JOLLA CA | 237 | $8.3M | $6.4M |
